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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,749 | $135,956-73.7% | $123,894-71.1% | $273,972-87.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 4.80% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,048 | $6,343-36.2% | $5,984-32.4% | $5,287-23.4% |
| Admin fee / account holder | $2,557 | $9,817-74.0% | $8,357-69.4% | $10,133-74.8% |